All Your Customers’ Data Is In The Customer Data Platform (CDP)

All Your Customers’ Data Is In The Customer Data Platform (CDP)

If your customer data lives in different tools, it’s hard to target the right people, personalize at scale, or measure what worked. The CDP fixes that. It gives you one place to see who your customers are, what they do, and how to act on it.

With Momos, the CDP becomes the foundation for smarter marketing and better experiences. It brings your data together, lets you build precise audiences, and pairs with Rosie, your AI marketing copilot, to move from insight to campaign quickly.

What exactly is the CDP?

The Customer Data Platform in Momos is your centralized customer intelligence system. It aggregates, unifies, and analyzes data from surveys, reviews, direct messages, offers, forms, POS systems, and loyalty programs. It uses identity resolution (email, phone, other IDs) to stitch events to the right person so you can build useful segments, create targeted audiences, and track journeys across locations.

Why this matters

When data is scattered, teams default to generic campaigns and guesswork. A unified profile helps you:

• Target the right people for each offer or message
• Personalize at scale by location, behavior, and preference
• Measure results by segment and store, so you can double down on what works

That translates into more relevant campaigns, higher repeat visits, and healthier revenue over time.

How it works in Momos (step-by-step)

1. Connect your sources

Link surveys, reviews, messages, POS, and loyalty. New events start flowing into the CDP in near-real time.

2. Profiles come together

You’ll see a single profile with traits and activity.

3. Build audiences

Use filters and compound logic to define who you want to reach (e.g., “Visited twice in 30 days,” “Average spend > RM80,” “Rated 4+ stars at KL outlets”). Save audiences for reuse.

4. Or ask Rosie to do if for you

Describe the audience and Rosie generates the filters. You can review, edit, or try again until it’s right.

5. Create campaigns

Send your saved audience to Outbound Campaigns and personalize content by location or customer traits.

6. Understand what works and what doesn't

Track open rates and more. Refine segments as you learn.

Pro tips

• Start simple. Two or three traits often outperform over-engineered segments.
• Name conventions help. Use clear names
• Spot-check profiles. Open a few matching profiles to confirm the filters behave as expected.

Ready to use the CDP for smarter targeting?

• Already a customer? Open the CDP in your dashboard today.
• New to Momos? See how the CDP powers campaigns and personalization. Sign up

Frequently Asked Questions

Is the CDP the same as a CRM?
No. A CRM tracks relationships and sales activity. The CDP focuses on unifying behavioral and transactional data so you can segment, personalize, and measure marketing and experience workflows.

Do I need to know the exact data fields to build an audience?
Not necessarily. You can filter manually or describe the audience you want and have Rosie generate the filters for you.

What if profiles aren’t merging as expected?
Check that identifiers (email, phone, loyalty ID) are present and consistent across sources. Better identifiers lead to better stitching.

Can I export audiences?
Yes. You can export to CSV when needed.